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Name Holding Trade Value Shares
Change 		Change in
Stake
EB
826
Eastern Bank
Massachusetts
$804K -$33.3K -250 -4%
PL
827
Plancorp LLC
Missouri
$802K +$8.94K +67 +1%
CA
828
Calton & Associates
Florida
$802K +$12.5K +94 +2%
LAM
829
LECAP Asset Management
United Kingdom
$802K +$483K +3,618 +213%
GIM
830
Glenmede Investment Management
Pennsylvania
$796K +$704K +5,275 New
BWP
831
Burling Wealth Partners
Illinois
$789K -$11.5K -86 -2%
GSWM
832
Golden State Wealth Management
California
$788K -$81.4K -610 -10%
PWS
833
Precision Wealth Strategies
Missouri
$784K +$694K +5,200 New
AG
834
AlTi Global
New York
$784K +$43K +322 +7%
GLAM
835
Gardner Lewis Asset Management
Pennsylvania
$778K +$688K +5,155 New
DWP
836
Daymark Wealth Partners
Ohio
$773K +$474K +3,554 +227%
RFC
837
Regions Financial Corp
Alabama
$770K +$140K +1,053 +26%
LAIC
838
Lederer & Associates Investment Counsel
California
$768K +$37.6K +282 +6%
TWM
839
Tripletail Wealth Management
Florida
$762K -$2.67K -20 -0.4%
SFI
840
Siemens Fonds Invest
Germany
$761K -$13.1K -98 -2%
SWM
841
Segment Wealth Management
Texas
$761K +$9.34K +70 +1%
BFIC
842
Bedell Frazier Investment Counselling
California
$760K -$1.33K -10 -0.2%
IA
843
Integrity Alliance
Iowa
$759K +$671K +5,034 New
CA
844
CSM Advisors
Pennsylvania
$757K +$666K +4,996 New
NAAA
845
New Age Alpha Advisors
New York
$754K -$2.67M -20,000 -80%
HA
846
Harbor Advisors
Florida
$754K – – –
UCMOK
847
United Capital Management of KS
Kansas
$754K +$133K +1,000 +25%
VCM
848
Voleon Capital Management
California
$751K +$664K +4,976 New
FG
849
Foresight Group
United Kingdom
$749K -$170K -1,274 -20%
EFG
850
Everhart Financial Group
Ohio
$747K +$353K +2,649 +115%
32 33
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35 36